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T. Rowe Price

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
526
Private Advisor Group
New Jersey
$805K +$80.6K +767 +11%
ECA
527
Elevated Capital Advisors
Utah
$797K -$69.7K -663 -8%
GIA
528
Gladstone Institutional Advisory
Florida
$792K -$1.9M -18,048 -70%
BCM
529
Blume Capital Management
California
$791K -$1.58K -15 -0.2%
EC
530
Enhancing Capital
Pennsylvania
$785K
WPW
531
Waldron Private Wealth
Pennsylvania
$785K -$58.5K -557 -7%
CL
532
Choreo LLC
Illinois
$780K -$24.4K -232 -3%
ACM
533
Aster Capital Management
United Arab Emirates
$773K +$27.7K +264 +4%
BC
534
Burney Company
Virginia
$772K -$364K -3,463 -32%
Fidelity International
535
Fidelity International
Bermuda
$772K -$30.2K -287 -4%
MPPLM
536
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$770K -$736 -7 -0.1%
XT
537
XTX Topco
Cayman Islands
$770K +$789K +7,504 New
MAM
538
Martingale Asset Management
Massachusetts
$767K +$4.2K +40 +0.5%
PHIC
539
Pine Haven Investment Counsel
Massachusetts
$765K -$34.9K -332 -4%
AC
540
Allstate Corporation
Illinois
$762K +$781K +7,427 New
RIG
541
RiverFront Investment Group
Virginia
$760K +$778K +7,400 New
TPWM
542
Twelve Points Wealth Management
Massachusetts
$759K -$128K -1,216 -14%
WAM
543
Weiss Asset Management
Massachusetts
$753K +$771K +7,339 New
MWM
544
MOKAN Wealth Management
Kansas
$752K -$48.7K -463 -6%
SF
545
Summit Financial
New Jersey
$746K +$65.4K +622 +9%
RIL
546
Rothschild Investment LLC
Illinois
$742K -$9.67K -92 -1%
MWP
547
Moller Wealth Partners
$740K
CCP
548
Cushing Capital Partners
Wisconsin
$737K +$7.57K +72 +1%
GIM
549
Groesbeck Investment Management
New Jersey
$732K -$302K -2,874 -29%
DILIC
550
Dai-ichi Life Insurance Company
Japan
$728K -$140K -1,333 -16%